Resources

Getting started with Margo

How to start your free Margo trial


1. Sign-up for Margo

To sign up for your free Margo trial, head over to: https://app.askmargo.ai/accounts/signup/

  • Enter your email address
  • Check your inbox for your login code
  • Pop the code in to continue

That’s you in.


2. Create the company

Click + Create company and fill in a few quick details:

  • First name
  • Last name
  • Your relationship to the company you want to profile in Margo
    (e.g. agency /freelancer, or in-house marketer)

3. Tell Margo about the company

You’ll be asked whether the company already has a website:

If it has a website

  • Select “Yes, it has a website or landing page”
  • Add your URL

Margo will scan the site and generate a short elevator pitch for the business.

Take a moment to check it:

  • Click the ✏️ to edit
  • Click the 👍 to approve

You’ll need to approve this before moving on.

If you don’t have a website yet

  • Select “No, it doesn’t have a website or landing page yet”
  • Answer a few simple questions about your business

No pressure here — you can:

  • Keep it short
  • Use bullet points
  • Add rough notes

The more you share, the better Margo can support you, but even a little is enough to get started.


4. Add more detail (optional)

Next, Margo will ask: “Would you like to add anything else about your company?”

You can:

  • Select No thank you, take me to the dashboard”
  • Or choose Yes” and add more context

Again, this can be as detailed or as scrappy as you like. Margo will make sense of it.


5. Let Margo do her thing

Once you’re done, Margo gets to work ✨

  • She’ll start building out the company dashboard
  • You’ll get an email when everything’s ready

6. Your trial

You’ll have 7 days for your free Margo trial to explore everything she can do.

We’ll give you a heads-up before your trial ends.


That’s it 🎉

You’re all set.